Results-Driven Packages

Triello Pricing.

Built to Give You the Edge

Your CRM isn’t just a tool. It’s a weapon. We build the systems that help you respond faster, follow up smarter, and close more without doing more.

Backed by our Triello 1-Week Launch Guarantee.

Base

$197/mo

Just the CRM – no automation

For businesses who need a simple client database and calendar without any automation.

Includes:

  • CRM (contacts, companies, notes)

  • Calendar (appointment booking)

  • Custom Fields

  • Activity Timeline

  • Pipeline View (CRM-only, no automation)

  • 1 user included

  • Setup Fee: $150

Edge

$397/mo

CRM + essential automation

Great for growing businesses ready to automate follow-ups and streamline lead capture.

Includes everything in Base, plus:

  • 3 Instant Response Workflows

  • AI SMS + Email Follow-Up

  • Missed Call Text Back

  • Form & Survey Builder

  • Opportunities Pipeline (w/ automation)

  • Email Marketing

  • SMS & Email Templates

  • Triggers + Workflow Builder

  • All Reporting Dashboard

  • 1 user included

  • Setup Fee: $300

Advantage

$697/mo

Advanced automation + web + AI tools

For teams needing full funnel control, smart lead scoring, and multichannel communication.

Includes everything in Edge, plus:

  • 3 CRM Pipelines

  • 7 Workflows

  • 3 Landing Pages or Funnels

  • GMB & Facebook Messenger Integration

  • AI Chatbot

  • Lead Scoring & Smart Tagging

  • Social Media Auto-Replies + Planner

  • Web Chat Widget

  • Invoicing + Text-to-Pay

  • Trigger Links

  • Campaign Builder

  • Website Builder

  • Memberships Portal

  • 1:1 Onboarding + Support

  • 5 users included

  • Setup Fee: $600

Dominance

$997/mo

Get Started

AI phone agent + advanced analytics

For high-volume teams that want AI agents, white label access, and performance reporting.

Includes everything in Advantage, plus:

  • AI Voice Agent (Inbound + Outbound)

  • Dedicated Phone Number

  • Human Sales Check-In (2x/week)

  • Unlimited Pipelines + Workflows

  • White Label Branding

  • Custom Dashboards Per User

  • Affiliate Manager

  • Proposals & Estimates

  • Private Client Communities

  • Unlimited users

  • Setup Fee: $900

Enterprise

Custom

Fully custom, secure, and scalable.

For large teams or integrations needing advanced access and dedicated support.

Includes everything in Dominance, plus:

  • API Integrations

  • SSO + Team-Based Permissions

  • Slack + WhatsApp Integration

  • Dedicated Success Manager

  • Proposal Builder

  • GoKollab Team Workspace

  • Certificates, Quizzes, and QR Code Tools

Not sure which plan fits? Just share your needs and we’ll help you decide.

• Triello is an all-in-one AI-powered CRM for service businesses
• Start converting faster with fully built pipelines & automations
• Scale from solo to enterprise with flexible add-ons and hands-on support

A la carte

Customize your Triello system with powerful upgrades designed to convert more leads, faster.

Each add-on unlocks advanced automation, personalization, or human support so you can scale smarter.

AI Chatbot - $150/month

Automate conversations across your site, social, and chat 24/7.

The AI Chatbot gives your business instant, intelligent responses to common lead questions.

Includes:

  • Appointment Setter synced with your calendar

  • Automated FAQ handling (customized per business)

  • Available on website, Facebook, and Google

  • Usage tier based on your plan


Ideal for businesses who want to capture and qualify leads instantly — even when offline.

Full Microsite or Funnel - $500 (One-time)

A branded, mobile-friendly website or funnel that sells for you.

Whether it’s a landing page, lead capture funnel, or a 3–5 page microsite, we build it all — no templates, no guesswork.

Includes:

  • Fully responsive, custom design

  • Copywriting + branding elements

  • Optional chatbot and calendar integration

  • Built with your industry + offer in mind

Perfect for driving paid traffic or replacing outdated sites that don’t convert.

AI Sales Voice Agent – $200/month

Let AI book your appointments by phone hands-free.

This AI-powered voice agent answers inbound calls and makes outbound dials so you never miss a lead.


Includes:

  • Appointment Setter (connected to your calendar)

  • Custom call scripts + smart responses

  • Dedicated phone number for your business

  • Usage based on package tier

Best for teams who want a round-the-clock “rep” answering, calling, and booking.

Sales Check-In Service – $250/month

A real human checks your pipeline and revives cold leads, every week.

Twice a week, we log into your CRM, scan for missed opportunities, and restart conversations that could close.


You’ll Get:

  • 2x/week CRM review by a sales pro

  • Cold lead reactivation texts/emails

  • Priority alerts for hot leads

  • Reports on follow-up activity


This is your human safety net so no lead slips through the cracks.

The Triello 1-Week Launch Guarantee

From zero to fully automated in just 7 days or we keep building until it’s live.

Most platforms give you access. We give you results.

When you sign up with Triello, our team starts immediately: building your CRM, loading your automations, customizing your follow-up, and connecting your lead sources.

Here’s what’s ready within 7 days:

  • ✅ Triello CRM Setup

  • ✅ 3+ automation workflows (customized to your business)

  • ✅ AI-powered SMS & email follow-up

  • ✅ Calendar, form, and lead source integrations

  • ✅ iPhone / Android App Access

  • ✅ Your dashboard + CRM walkthrough

💪 If we don’t deliver — we keep working until it’s right, at no extra cost.

No delays. No tech headaches. Just a working system that gets you leads, follow-ups, and results in one week or less.

Never Let a Lead Go Cold Again.

Contact Us

© Triello 2025 All Rights Reserved.